1 month ago
A Quarter with More Questions than Answers
Rising inflation, the specter of higher interest rates, and the...
Principal,
Financial Advisor
CAPTRUST welcomed Mike in 2021. He has over 40 years of experience as a financial advisor working with individuals, families, foundations, and institutions. Mike helps clients reach their objectives through independent advice and disciplined strategies.
Previously, Mike was a founding partner and chief investment officer of wealth management services at Genovese Burford & Brothers (GBB), an independent wealth and retirement plan management firm. He chaired the Investment Committee, steering the firm’s model portfolios and asset allocation design.
Before co-founding GBB in 1987, Mike began his career in 1979 as an independent financial planner. He is a member of the Sacramento Estate Planning Council, the Western Pension Benefits Conference, and the Northern California Financial Planning Association. He is also a registered principal and registered representative with CAPTRUST.
For over 20 years, Mike has served as a trustee of the Mercy Foundation—an organization dedicated to feeding the hungry, sheltering the homeless, providing opportunities for at-risk youth, and caring for the sick. He is also a patron of the arts and serves as a board member of the Crocker Art Museum. When not helping clients or volunteering, Mike enjoys spending time with his wife and two children.
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